Octagon Wealth Management was established in its current form in 2010.

Following the merger of RJH & Associates Ltd and Kiloran Associates Ltd. Initially named Pensions & Wealth Management Services (UK) Ltd, the firm offered bespoke advice in pensions and wealth management planning, the name was later changed to Octagon Wealth Management in order for the company to offer the full range of financial services. 

The business principals, Jon & Rick, originally worked together as IFA consultants for several years, identifying the practices of over 150 IFA firms, providing guidance on a variety of risk based investment and pension solutions. Having quickly identified their skills and experience could better benefit clients directly; they each established IFA practices and have provided independent financial advice to clients ever since. 

I contacted Rick by phone several years ago along with other FAs but i immediately liked his manner and tone. My finances were in a bit of a mess and I hadn't really got a handle on what was where and what to do for the best. He was friendly and professional, helpful and informative from the outset and continues to be. I didn't feel pushed into anything or 'sold to'. He listened to me before acting and where there were gaps in my understanding he filled them in patiently and thoroughly. Many times! Any queries I have are always answered promptly and to my satisfaction, at any time. The growth of my funds has certainly exceeded all my expectations since Rick has been 'in charge' and I couldn't be happier. I trust Rick and the team at Octagon Wealth Management and would happily recommend him. He even makes a fuss of my dogs.

Mrs Bowater, Shropshire

Octagon Wealth Management is a trading name of Fairstone Financial Management Ltd.


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